Company Profile

Formed in 1986, New Era Financial Advisors, Inc. is an SEC Registered Investment Advisor.  New Era Financial Advisors, Inc. provides individualized financial plans and customized asset management services to individuals, businesses, qualified plans, trusts and charitable organizations.  Financial planning fees are a fixed fee.  Asset management services are provided on a percentage of assets fee basis.

Formed in 1982, New Era Financial Group, Inc. is an affiliate company of New Era Financial Advisors, Inc.  New Era Financial Group, Inc. is a licensed insurance agency able to provide individuals and businesses a wide selection of high quality life, disability income, long term care, and individual and group health insurance products through numerous companies.

All the financial advisors affiliated with New Era Financial Advisors, Inc. are registered representatives with Financial Advisers of America. Offices at 1930 Palomar Point Way, Suite 104, Carlsbad, CA 92008. Securities & investment advisory services are offered through Financial Advisers of America, a registered broker/dealer and investment advisor, member FINRA/ SIPC. Additional investment advisory services may be offered through New Era Financial Advisors, Inc., a registered investment advisor. Financial Advisers of America is not affiliated with New Era Financial Advisors, Inc.

We encourage you to let our team of professionals assist you in designing and implementing a financial plan to help you work towards your long term goals.